Wit, LLC

SEC CIK: 0001840025
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

Holdings changes from Q1 2026 to Q2 2026

Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.

New: 2; Est. +$54.5M
Added: 6; Est. +$640.8M
Reduced: 8; Est. −$324.5M
Sold out: 0

Portfolio value went from $5.30B to $6.26B (+$962.1M (+18.2%)); positions from 22 to 24 (+2).

All Q2 2026 holdings All Q1 2026 holdings

In the shares, value and % of portfolio columns, the top figure is Q2 2026 and the gray one below is Q1 2026. For stocks that split between the two quarters, Q1 2026 shares are converted at the split ratio before comparing.

Holdings of Wit, LLC in Q1 2026 and Q2 2026 compared
Security	Action	Shares	Share change	Value	Est. bought or sold	% of portfolio	Weight change (pp)
Vanguard Ftse Emerging Markets ETF922042858	Reduced–	38,637,52939,788,338	−1,150,809−2.9%	$2.31B$2.15B	−$68.7M	36.8%40.6%	−3.75
iShares Core MSCI Emerging Markets ETF46434G103	Added–	16,950,84716,233,759	+717,088+4.4%	$1.40B$1.13B	+$59.4M	22.4%21.4%	+1.06
Vanguard Ftse Developed Markets ETF921943858	Reduced–	6,727,0966,848,135	−121,039−1.8%	$479.3M$438.8M	−$8.62M	7.7%8.3%	−0.63
Vanguard Instl Index FD922040845	Added–	5,483,2202,647,432	+2,835,788+107.1%	$415.0M$200.3M	+$214.6M	6.6%3.8%	+2.85
Vanguard Scottsdale FDS92206C706	Added–	4,902,35682,534	+4,819,822+5,839.8%	$289.1M$4.91M	+$284.3M	4.6%0.1%	+4.53
iShares Inc46434G863	Reduced–	4,518,9115,181,755	−662,844−12.8%	$247.1M$235.6M	−$36.3M	3.9%4.4%	−0.50
Vanguard S&P 500 ETF922908363	Reduced–	330,403335,259	−4,856−1.4%	$226.9M$200.3M	−$3.34M	3.6%3.8%	−0.16
Vanguard Short-Term Bond ETF921937827	Reduced–	1,981,7632,007,422	−25,659−1.3%	$154.4M$157.4M	−$2.00M	2.5%3.0%	−0.50
Vanguard Scottsdale FDS92206C102	Added–	2,425,1791,189,666	+1,235,513+103.9%	$141.1M$69.6M	+$71.9M	2.3%1.3%	+0.94
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718	Added–	719,961658,548	+61,413+9.3%	$111.1M$96.0M	+$9.48M	1.8%1.8%	−0.04
iShares Tr464288661	Reduced–	661,0742,263,922	−1,602,848−70.8%	$77.6M$268.5M	−$188.3M	1.2%5.1%	−3.83
Vanguard Intermediate-Term Bond ETF921937819	Unchanged–	861,173861,173	00.0%	$66.1M$66.5M	$0	1.1%1.3%	−0.20
Vanguard Morningstar Small-Cap ETF922908751	Reduced–	213,076264,221	−51,145−19.4%	$64.6M$69.2M	−$15.5M	1.0%1.3%	−0.27
Vanguard Morningstar Small-Cap Value ETF922908611	Reduced–	242,389250,167	−7,778−3.1%	$58.9M$54.3M	−$1.89M	0.9%1.0%	−0.08
iShares Core S&P Small Cap ETF464287804	New–	357,9080	+357,908	$53.1M$0	+$53.1M	0.8%0.0%	+0.85
iShares MSCI Eafe ETF464287465	Unchanged–	491,177491,177	00.0%	$51.0M$47.7M	$0	0.8%0.9%	−0.09
iShares Tr464288158	Unchanged–	418,588418,588	00.0%	$44.6M$44.6M	$0	0.7%0.8%	−0.13
iShares Tr464287234	Unchanged–	412,144412,144	00.0%	$28.2M$23.4M	$0	0.5%0.4%	+0.01
Schwab US Dividend Equity ETF808524797	Unchanged–	786,995786,995	00.0%	$25.0M$24.1M	$0	0.4%0.5%	−0.06
iShares Tr464288414	Added–	76,59965,922	+10,677+16.2%	$8.24M$7.00M	+$1.15M	0.1%0.1%	0.00
iShares Tr46435G516	Unchanged–	32,33632,336	00.0%	$3.32M$3.09M	$0	0.1%0.1%	−0.01
IBITiShares Bitcoin Trust ETF	UnchangedHistory	80,97080,970	00.0%	$2.70M$3.11M	$0	<0.1%0.1%	−0.02
iShares Tr46435G425	Unchanged–	12,47412,474	00.0%	$2.04M$1.76M	$0	<0.1%<0.1%	0.00
CRWDCrowdStrike Holdings, Inc.	NewHistory	1,8130	+1,813	$1.38M$0	+$1.38M	<0.1%0.0%	+0.02

Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.